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Client-facing project management role providing consulting services to clients of all sizes and industries who are seeking all types and levels of compensation solutions from market research and benchmarking support to the development of total compensation programs such as base pay, short-term bonus incentives, sales commissions and long-term (equity, cash, and or phantom equity) incentive plans.
- Review client organizational, financial and compensation data.
- Participate and lead calls with clients from publicly traded, privately held, emerging start-ups and non-profit organizations.
- Participate and (as appropriate) lead development and pricing of client project proposals.
- Collaborate and lead project teams in developing total rewards strategies that enable clients to attract, motivate and retain top talent.
- Develop executive profile background sketches for inclusion in clients’ executive compensation studies.
- Conduct market research to recommend organizations to be considered in the development of “peer groups” for NP and publicly traded company benchmarking studies.
- Collaborate with senior consulting staff in preparing comprehensive, user-friendly competitive compensation benchmarking reports.
- Partner with team members in the design of timely, customized short & long-term compensation programs.
- Partner with team members in the design of progressive, “high touch” integrated performance development programs.
- Participate in the development of “go-forward” considerations to help clients ensure that their compensation programs remain competitive, internally equitable and easy to communicate/understand.
- Continue to deepen understanding of full scope of LTC’s total service offerings; enhancing, as appropriate, to sustain reputation as a “best practice”/ customer intimate industry leader.
- Carry out all responsibilities in an honest, ethical, and professional manner.
IMA Retirement is actively recruiting a Retirement Plan Advisor to join our expanding team nationally. This presents a prime opportunity to become a valued member of our dynamic and collaborative team, offering unlimited growth potential. The ideal candidate will demonstrate the highest level of professionalism, self-direction, excellence in client relationships, adept problem-solving skills, and effective communication abilities.
Responsibilities include, but are not limited to:
- Uses consultative sales approach to identify prospects, their needs, and offers tailored solutions
- Pursues and sells our services to retirement plan prospects
- Solidifies client relationships and maintains responsibility for ongoing client service in conjunction with IMA team
- Completes investment analysis of clients/prospects investment portfolio and provides guidance and recommendations
- Provides strategic recommendations and tactical implementation of plan enhancements, including but not limited to vendor selection and conversions, plan design optimization, compliance oversight, and investment due diligence
- Works collaboratively with entire IMA team to provide a consistent client experience
- Develops and maintains effective working relationships with internal and external partners
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion
Primary (Essential) Functions:
- Assist producers in handling and processing of new and renewal commercial lines business.
- Provide in-house customer service to clients as assigned and requested.
Major Responsibilities
- Coordinate with producer (120 days before effective date) to obtain renewal and/or new business information.
- Maintain marketing sheet and update in Applied Epic.
- Assist in marketing new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier. (Quote business in company rating systems as needed, if necessary).
- Prepare renewal and/or new business submission to carriers. Scan all policy information and loss runs into Epic and complete Loss Data & Large Loss Summary.
- Check new and renewal policies for accuracy in rating, coverages, signatures, and input into Epic.
- Ensure that these items are delivered and/or mailed to the client.
- Scan and process endorsements, cancellations, and audits as required.
- Receive and handle phone calls, emails, and faxes from clients and companies regarding coverages, certificates, or administrative problems, and comply with the request and/or refer to the producer or claims specialist only when necessary.
- Must respond to all client emails and phone calls by the end of the day on date received.
- Maintain an activity system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
- Be familiar with and follow agency E&O guidelines.
- Maintain electronic files in an orderly, up-to-date manner.
- Perform special projects at management’s request.
- Hybrid role
- Responsible for reconciling various balance sheet accounts
- Responsible for various treasury functions including, but not limited to:
- Positive pay review and approval
- ACH and wire verification, approval, processing
- NACHA processing
- Calculate and record various monthly journal entries
- Assist market controllers in ensuring that partnership financial records are in compliance with GAAP and IMA Policy
- Work closely with market controllers to coordinate IMA subsidiary accounting records
- Assist in coordination of audit workpapers and testing support
- Assist with Producer compensation analysis, as needed
- Records Fixed Asset transactions and runs Depreciation Reports for internal and tax purposes
- Completes special projects as assigned by management
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
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ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates IMA Select’s core values
- Values and understands the importance of diversity, equality, and inclusion among all IMA associates.
- Responsibility for daily account servicing and client advisement needs including but not limited to handling client and insurance company inquiries, resolving coverage and premium discrepancy issues, maintaining accurate account information in agency management system, processing of endorsements, audits, certificates of insurance, and auto ID cards, etc.
- Cultivates and maintains excellent communication and relationships with clients and insurance carriers
- Interacts professionally and timely with clients via email, phone, and in-person
- Develops remarketing strategy in accordance with client servicing standards and market changes
- Responsibility for managing renewal process on assigned book of business including preparation of pre-renewal summary, creating renewal applications and submissions, online quoting via carrier rating platforms, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, certificates, auto ID cards, etc.
- Participates in conference calls and/or periodic in-person client meetings to review insurance strategies and business operations
- Assists with the onboarding and training of new associates
- Serves as a subject matter expert and provides technical expertise to staff
- Participates in cross-selling new lines of coverage or services on existing accounts
- Responsibility for following up on accounts receivable items in accordance with IMA Accounts Receivable Policy
- Attends education classes in combination with individual study programs to expand technical coverage knowledge
- Assume responsibility for the proper and timely issuance of all certificates and maintenance of certificate files
- Manage database including policy information and specification information
- Order, check, and process endorsements and audit
- Preparation of renewal information for renewal marketing
- Invoicing of all documents
- Request premium finance quotes from the Accounting department and premium allocation as needed
- Adhere to all Parker, Smith & Feek systems and procedures and insurance company regulations
- Special projects as requested including but not limited to: Contract review, quote review, policy checking, proposal review and updates
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- Review and spread client renewal proposals and plan options in spreadsheets, illustrating both benefits and rates for all lines of coverage. Select plan options that most closely align with specifications provided by client teams. Prepare accompanying renewal exhibits for client-ready renewal proposal.
- Market fully insured plans to insurance companies by utilizing a Request for Proposal (RFP) process and preparing the marketing results.
- Learn insurance company products; develop relationships with carrier representatives; attend carrier new product launches and industry meetings.
- Review and understand underwriting guidelines and discuss with client team when necessary.
- Prepare employee communication packets and materials for client teams (paper and electronic).
- Update benefits management system with final plan selections and rates.
- Maintain client files in compliance with PSF standards.
- Provide backup employee advocacy services as needed.
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IMA is seeking an Account Executive to join our National Real Estate Team! This person is responsible for maintaining the overall responsibility of the entire renewal policy review, setting plans, conducting loss analysis, program design, data completeness, and coverage and premium discrepancy issues for all existing accounts. This role is eligible for remote work.
Responsibilities for this role include, but are not limited to:
- Support in winning new business and set up of new accounts
- Maintain intimate knowledge of clients' business operations, strategies, and needs throughout the year
- Kicks-off the client renewal process by creating the Game Plan and completing a coverage analysis (if applicable) and conducting thorough review of the policy and all relevant documents
- Prepare for and facilitate meetings with key IMA stakeholders and clients
- Craft the marketing strategies, review submissions, and engage in negotiations with underwriters to determine the relevant content to include in proposals
- Pursue mastery of the craft through on-going education and awareness of industry trends, products, and services
- Develop and maintain carrier relationships
- Manage a book of business greater than $1.3 million in revenue
- 50% + book of business focused on large/complex accounts. Play a lead role with large/complex accounts, based on primary industry levels
- 10% + of time is spent supporting producers in winning new business
- Identify with client’s priorities then create a vision for their insurance program with alignment to their risk management goals, and understand client’s business philosophy
- Structure a strong, long-term partnership with assigned clients
- Offer client and internal team management and coaching as appropriate
- Work closely with internal ancillary teams to ensure client and company success
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion among all IMA associates
- Facilitate daily cash functions including but not limited to: daily cash reporting, disbursements, returns, positive pay decisioning, and investment
- Act as a liaison within finance and IMA’s business units for treasury services including bank account administration, transitions, and new services
- Assist on projects that support continuous improvement including bank consolidation, integrations, faster payments, and cash optimization
- Assist with capital structure and planning including debt issuance, interest rate management, rating agency and investor relations, shareholder and partnership transactions
- Assist with quarterly bank and investor financial compliance
- Assist in compliance with policies and procedures that support internal controls and mitigate risk
- Maintain positive banking relationships
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion among all IMA associates
ESSENTIAL JOB RESPONSIBILITIES - Director, Business Development, is responsible for the organization of new diligence opportunities. Duties and responsibilities include but are not limited to:
- Supports and demonstrates IMA’s core values.
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
- Identify and cultivate relationships with potential clients to understand their financial diligence needs.
- Develop and execute strategies to generate leads and expand the client-base.
- Collaborate with internal teams to create tailored financial diligence proposals and presentations for clients.
- Serve as the primary point of contact for clients, addressing inquiries, and providing exceptional service throughout the engagement lifecycle.
- Maintain strong client relationships, ensuring satisfaction, and seeking opportunities for cross-selling additional services.
- Stay updated on industry trends, market developments, and competitor activities to identify new business opportunities.
- Develop strategic plans to position the company's financial diligence services competitively in the market.
- Interact professionally and timely with clients via email, phone, and in-person.
- Maintain in-depth knowledge of all products and services provided by RedRidge.
- Enter and maintain all prospective and active client data in company-directed contact management software system (SalesForce).
- Lead the process of implementation of new and existing partners into the IMA ecosystem in terms of Accounting & Finance, including project management of systems, GL codes, reporting and basic integration
- Contribute to the corporate annual budget process and provides periodic forecasting as needed
- Execute partner-related reports with careful attention to detail, thoughtful examination, insightful discussion, and accuracy
- Perform project/initiative, business case, and ad hoc scenario analyses to inform planning. Provide insight and recommendation independently
- Lead merger and acquisition diligence and internal modeling structure providing insight and recommendation to facilitate evaluation of acquisition prospects for partners handled internally
- Create and execute models to analyze partner profitability and adherence to expectations
- Manage relationships with senior business executives across the organization to include the discovery and development of relevant, meaningful reporting and analysis
- Ensure data integrity and consistency program and structure
- Lead systems analysis/projects, including being integral to implementation of all systems integrations across the accounting & finance group as a project manager for both partners and internal stakeholders
- Key stakeholder in finance related partner integration efforts through leading integration activity across the department
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion among all IMA associates
- Actively supports larger Business Consulting team projects through the delivery of specific deliverables and leads, with guidance, the design and execution of smaller team projects
- Demonstrate the ability to operate independently with good judgement
- Contribute actively in team meetings, sharing ideas and providing feedback on other’s deliverables to help build a team environment focused on trust, learning and results
- Deliver on-time and accurate analyses providing meaningful insights to our senior leaders
- Own primary responsibility for data modeling and analysis across multiple Business Consulting team projects
- Develop high-quality deliverables for presentation to senior leaders and project teams
- Effectively manage potential roadblocks by proactively identifying, communicating, and solving issues
- Demonstrate the ability to effectively prioritize, manage and complete multiple tasks in a given time period
- Contribute to the building of Business Consulting team knowledge capital, tools and templates
- Proactively seek and act on feedback regarding performance, deliverables
- Interact professionally and timely with clients via email, phone, and in-person
- Perform functions of the role within an IMA office more than 50% of the time
- Support and demonstrates IMA’s core values
- Value and understands the importance of diversity, equity, and inclusion among all IMA associates
- Responsible for researching payroll laws and registration for new IMA locations (federal, state and local).
- Manage payroll tax compliance and reporting for various filing frequencies.
- Respond to and resolve inquiries and correspondence from taxing jurisdictions.
- Reconcile payroll tax data with general ledger accounts and resolve discrepancies.
- Research and resolve tax code fallouts from within the payroll system and process any necessary tax amendments or filings and payments.
- Reconcile quarterly and yearly employer’s tax filings (Federal, State and Local Jurisdictions) including W2s.
- Partner with payroll processing team and the payroll system for accurate and timely calculation, reporting and payment of payroll taxes.
- Develop and implement strong internal controls related to payroll tax processes and compliance.
- Serve as a backup for payroll administers. Including data entry in the HRIS system, pay calculations, garnishments, final termination payouts, and timecard processing.
- Responsible for system administration of the timecard system. This includes system configuration to ensure accurate setup and access for associates as well as timecard training for new associates and managers.
- Administer regular preparation of relevant reports, including weekly, monthly, quarterly, and year-end reports necessary for accounting and financial statement reporting. Miscellaneous reporting duties as requested.
- Responsible for administrative payroll functions including checking the mail, scanning, and filing of payroll documents into the electronic filing system.
- Provides support for employment verifications and unemployment claims.
- Assist associates with questions or concerns regarding payroll policies and procedures.
- Assist Payroll Manager with RSA processing, M&A activity, and year end processing.
- Responsible for documenting and maintaining payroll team procedures and policies.
- Perform other payroll related duties and projects as assigned.
- Support and demonstrate IMA’s core values.
- Value and understand the importance of diversity, equity, and inclusion among all IMA associates.
Cornerstone Risk Solutions, IMA's captive and program design management group, is seeking an Underwriting Manager to join our team! This person will be responsible for leading the strategic design, deployment, and ongoing management of underwriting services for Cornerstone's property and casualty program. A successful applicant will possess strong business and financial acumen, effectively build relationships within the team and across the enterprise, have self-direction, and a strong technological background.
Responsibilities include, but are not limited to:
- Maintaining high-quality standards and control across all facets of Cornerstone underwriting operations, including:
- Oversight of program renewals
- Crafting new program designs
- Conduct individual account underwriting for prospects and renewals
- Manage rate, quote, and issuance systems and other data management systems
- Prepare and present reports detailing underwriting activities, performance, and key metrics
- Develop and enforce underwriting policies and procedures
- Conduct compliance audits to ensure adherence to contractual obligations and regulatory requirements
- Collaborate with IMA distribution partners, acting as the liaison between Cornerstone and partner agencies
- Train, lead, and manage underwriting staff assigned, ensuring efficient workflow, timely task completion, and adherence to IMA policies and regulatory requirements
- Collaborate with Cornerstone leadership to develop new program opportunities and accounts
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion
- Responsible for managing a book of business consisting of mid-size fully insured and partially self-insured clients (51-500 employees) as part of a client team. This position will serve existing clients as well as prospective clients. The ideal candidate will be an enthusiastic team player with a strong aptitude to problem solve, attention to detail, ability to prioritize work in a fast paced environment under pressure, motivated, meet deadlines and be a strong communicator.
- Provide excellent client service as the primary day-to-day contact between clients, vendors and internal client teams. Provide accurate and timely responses to client issues. Work closely with members of the client service team. Build relationships with clients.
- Responsible for project management of the annual client work plan to ensure client deliverables are completed timely throughout the year.
- Manage client requests from inception to completion with limited direction.
- Prepare materials and attend all client meetings as an active member of the client service team. Develop action items from meetings and follow through to completion. Document meetings and client decisions.
- Identify client issues and trends as they surface and suggest solutions.
- Manage the renewal process from start to finish including receipt and delivery of renewal, review and delivery of marketing results and plan options, vendor negotiations, client recommendations, renewal confirmations, and preparation of carrier paperwork.
- Actively manage and oversee the implementation process for new benefits and carrier changes.
- Prepare written communications such as open enrollment memos, renewal reports, custom employee communications, and benefit summaries.
- Conduct open enrollment meetings for clients, both onsite and via webinar, to educate employees on healthcare and what’s changing. Prepare open enrollment presentations and communications to meet client needs.
- Develop and maintain professional relationships with vendor partners and clients.
- Provide employee advocacy services to clients including personalized and confidential eligibility, billing and claim support.
- Review insurance documents, contracts and SPDs for accuracy. Provide peer review support to other team members work products.
- Assist clients to comply with various federal, state and insurance company requirements including ERISA, ACA, HIPAA, COBRA, FMLA, 5500s, etc. in conjunction with client service team.
- Maintain client files in compliance with PSF standards.
- Actively participate in oral interviews with prospective clients.
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IMA's Risk Control group is currently seeking a Project Specialist to join our team in Overland Park, KS! A successful applicant must possess self-direction, strong interpersonal skills, excellent problem solving and communication skills, and be technology savvy.
Responsibilities include but are not limited to:
- Research, compose, develop layouts, edit, publish, and distribute Risk Control newsletter and other communication pieces
- Assist with development and maintenance of the IMA Risk Control Training Academy including maintaining communication with the marketing team, risk control and team leaders, and internal contacts regarding class schedule, advertising to clients, hosting, and other associated responsibilities for in person classes and webbings
- Execute new recruiting, onboarding, and training strategies in conjunction with Operations Manager and Team Leaders
- Reinforce national Risk Control practice across all regions, office, and specialities
- Oversee software utilization, understand operating functions, and provide administrative support as needed
- Work in conjunction with Risk Control Consultants to develop presentations for assessments, stewardship reports, training classes and renewals
- Administer online training tools such as the Risk Management Center, remotely train clients, and assist with client questions on Risk Control services
- Monitor and coordinate all projects and contract renewals for Risk Control including scheduling, communications, contract setup, document preparation, tracking recommendations, and develop service plan exhibits
- Support and demonstrate IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion among all IMA associates
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Provides recommendations on ways to continuously improve the IMA people experience, taking into consideration data received from new hire and exit surveys
- Responsible for building and maintaining successful relationships with leaders throughout assigned market, including Presidents, in order to gain understanding of business goals and opportunities for partnership
- Continually monitors employment law and legal requirements for their assigned market(s) and administers HR policies and procedures within assigned client groups
- Ensures company values are communicated and understood at all levels, provides clarity for the behaviors expected of all associates to fully engage in a mission-driven, high-performance culture
- Helps lead risk management for more complex personnel issues within assigned market(s), working with Sr. HR Business Partners for guidance as needed
- Supports the Talent Acquisition team by providing insight to hiring needs and interviews candidates when requested
- Works with internal HR associates to ensure proper onboarding and transition practices throughout assigned market(s)
- Prepares appropriate documentation for any promotions, salary adjustments, title changes, and transfers, ensuring data integrity and proper system/financial coding
- Engages in conversations with managers on workforce planning and career development within teams
- Gives guidance to managers regarding most compensation issues, sharing data, best practices, and company philosophy as needed
- Partners with managers regarding hiring needs, opens requisitions for applicable area and obtains proper approval levels throughout the organization
- Supports Corporate Benefits by keeping them informed of any medical leaves and/or accommodations needed, and answers benefit questions as needed, directing associates to Corporate Benefits for high level or complicated questions and circumstances
- Supports IMA’s performance management process by engaging with associates and managers, coaches on goal creation and monitoring, providing consistent and direct feedback, and documenting performance conversations as needed
- Takes action on employee relations complaints and manages them appropriately according to legal compliance, as well as full and thorough investigation work as needed
- Partners with HR Talent Management to support and drive professional development and manager training and coaching
- Works with managers to write or revise job descriptions as needed
- Performs special projects and duties as needed or assigned
- Must be present in the office in-person a minimum of 3 days per week
Account Managers and Senior Acocunt Managers at IMA are integral members of our service teams, serving as strategic points of contacts for our key clients. Our Energy division is currently seeking a passionate insurance professional to join this dynamic, growing, team. Responsibilities may include but are not limited to:
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-Market accounts OR Emerging accounts) with direction from the Account Executive and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.)
- Partners with AE on client interactions, negotiations, technical analysis, and program design
- Supports AE with new client onboarding
- Building ability to anticipate problems through client or underwriter communications or industry changes
- Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiates with carriers
- Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review
- Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed
- Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies
Essential job responsibilities include but are not limited to:
- Supports and demonstrates IMA’s core values.
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
- Serves as the day-to-day contact for all client requests for an owner/developer/builder book of business, consisting of a mix of annual and project policies. With direction from the Account Executive, prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.).
- Owns the marketing process for new project policies, such as complex wrap-up and builders risk insurance programs, along with new and renewal ancillary lines of coverage.
- Active participation in the creation and refinement of coverages and procedures specific to project placements.
- Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiations with carriers.
- Owns meeting facilitation, client interactions, negotiations, technical analysis, program design with minimal oversight from AE.
- Supports in winning new business & supports AE with new client onboarding
- Demonstrated ability to anticipate client problems and provide solutions proactively
- Receives quotes, reviews for accuracy / desired coverages, terms and pricing from submission, generates and populates the proposal and sends to Account Executive for completion/review.
- Receives policies, sends instructions to the applicable COE and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed.
- Perform premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies
- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Performs administrative and complex clerical work
- Processes enrollments and changes; ensures systems and information are accurate and updated in a timely manner using confidential information
- Works with internal and external contacts - both verbal and written communication.
- Assist clients in online enrollment solutions and enrollment changes.
- Offer support for clients’ online needs
- Run reports for carriers to ensure timely enrollment changes